The light side of investing and financial markets

AB InBev

"It will take around a year to close, these things are not necessarily quick. They (AB InBev) have had a long time to think about what they want to sell, the SABMiller deal took nearly a year to close, they would have known which assets to sell and which one's to keep." To market … Continue reading BUD KO’s soda Africa

"Apple is part consumer, part a manufacturer of fine products, part healthcare in the future, part utility. Music, media and the way we consume could turn those more into utilities (like electricity and water). Amazon and Alibaba, are they tech stocks or simply new age retailers?" To market to market to buy a fat … Continue reading What the Heck is Tech?

"Whether or not you understand what the drugs treat, or whether or not you simply try and understand the specific therapies, that does take a big amount of new reading. Mostly into fields where there could have very little expertise" To market to market to buy a fat pig On Friday there were more … Continue reading Amazing Amgen

"There was a huge announcement from Ascendis Health, I had to rub my eyes at the size of the two separate deals, so big that it was (and is) bigger than their current market capitalisation. One in Cyprus and another in Poland, two operate businesses in deals worth over 500 million Euros" To market to … Continue reading Ascending Market Cap

"There is an option to take shares, they would however be subject to a five year lockup and they would not be listed on any stock exchange. At the end of the five year period, they would be convertible on a one for one basis to an AB InBev share. If you elect for the … Continue reading SABMiller, 44 quid init mate?

"The Sunday Times in the UK was reporting yesterday, suggesting as much as 106 billion Dollars. That is a huge number and represents a significant premium on an already inflated price, as much as 15 percent. That would see the takeout multiple of around 30 times! Yowsers, that is expensive, and as the Reuters article … Continue reading Frothier body for SABMiller

"Before jumping to any conclusions on how the deal would work from a competitions point of view (there would have to be asset disposals in North America) and equally from a cash and scrip point of view, i.e. would there be an inward listing of the combined group (would it happen??), tradable here in Jozi, … Continue reading SABMiller hops scotch

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About Vestact

Vestact was established by Paul Theron in late 2002.
We look after money for private clients, not institutions. We manage your investments in Rands in Johannesburg and in US Dollars in New York. We offer individualised investment accounts, which means that you get your own portfolio, not a slice of some fund.
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